LAMB Financial Services

 

 

Welcome

Thank you for visiting LAMB Financial Services' website. Our website outlines the products and services that we offer access to. It also offers convenient online access to short term medical insurance, individual medical and dental insurance, and travel medical insurance, just a few of the insurance products we offer access to meet your unique needs.

Please take a moment to look around. Our website reflects only a few of the products and services that we offer access to, so please contact us with any questions. We appreciate the opportunity and look forward to being of service to you!

View Your Brokerage Account Online with LPL Financial Account View

Did you know that it is possible to view your LPL Financial brokerage accounts online? All that you need to do is sign up for LPL Account View. You can follow this link or use the new red navigation button at the left of the screen. You can view the detailed instructions here.

The first thing you need to do is sign up for Account View, if you have not already. You will need to create a profile, after which you will be emailed a temporary password. You can then login to create a new password. The next step is to add the accounts you wish to see.

The last step is to activate your account. LPL Financial will mail you a letter containing your activation instructions. You can also call us at 877-675-9714, and we can help you speed the process along. Once you have activated your accounts on Account View, you can view your LPL Financial accounts at any time!

May is Disability Insurance Awareness Month!

Disability Insurance Awareness Month is an annual event meant to bring the importance of disability income insurance to the forefront. Many people understand the need for health insurance and life insurance. Few, though, give the same level of consideration to disability insurance. For a variety of reasons, it is one of the most overlooked and misunderstood forms of insurance protection.

Your ability to earn a living is among your most important assets. Illinois Mutual, one of the companies we offer access to, has put together an excellent website devoted to this topic at www.DIAwareness.com. You can also contact us to learn more about disability insurance and how it seeks to protect you.

September is Life Insurance Awareness Month

Life Insurance Awareness Month is not until September, but there is no reason we cannot start early! Life insurance is the basis of a solid financial plan. Whether term or permanent insurance, its purpose is to help protect your dreams. Whether you are thinking about life insurance for the first time, or are taking another look because of changes in your life or financial situation, now is the best time.

We stand by to assist you with determining your life insurance needs, and to help you get the coverage that you need. Please contact us for more information on how life insurance can help protect your financial future. You can also learn more at www.LIAwareness.com, a website set up by Illinois Mutual in coordination with the Life and Health Insurance Foundation for Learning.

Illinois Mutual is not affiliated with LAMB Financial Services or LPL FInancial.